TheLiveBigWay Digest – Power Lunches and Planning Policies

TheLiveBigWay Digest – Power Lunches and Planning Policies

Dave on CNBC’s Power Lunch

On Tuesday, August 19, Dave was featured on CNBC’s Power Lunch to discuss what small business owners need to do to prepare for retirement. The discussion stemmed from a survey conducted by Financial Planning Association (FPA) and CNBC.

Policy-Based Financial Planning

Policy-based financial planning is a technique that Elissa and Dave have been developing since their first article on the topic appeared in The Journal of Financial Planning in 2006. The approach has received a lot of attention in the press lately, in no small part because of a book called Investor Behavior: The Psychology of Financial Planning and Investing to which Elissa and Dave contributed a chapter on the topic of financial planning policies. Learn more about policy-based financial planning and read reviews from Financial Planning Magazine and Investment Advisor Magazine. 

Far West Round-Up

The Yeske Buie Financial Planning Team recently attended the 2014 FPA Far West Round-Up Conference in Santa Cruz. The Round-Up has many features of the Old West, including a designated sheriff (leader), posse (conference committee), and greenhorns (the new attendees). We will be sharing some of the insights gleaned from the conference in the next Digest. For now, we hope you enjoy some of the photos from the event.

Lauren Grove Passes 
the CFP® 
We are pleased to announce that Lauren Grove has passed the CFP Exam. The CFP Exam is one of three steps required to earn the CERTIFIED FINANCIAL PLANNER designation. Lauren’s last requirement is to complete the two year apprenticeship requirement which she will fulfill by Spring 2015. Learn more about Lauren Stansell and earning the CFP Certification.
Ask Elissa and Dave

Interested in learning more about Dave or Elissa as financial planners or as avid travelers? Looking for some clarity on a financial planning topic, the markets, or your portfolio? Share your curiosity with Elissa and Dave and receive an answer to the questions you’ve always wanted to ask! Read Dave’s answer to our first question.


The Yeske Buie offices will be closed September 1 iobservance of Labor Day.